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Wells Fargo
WFC

Overview Fund Activity

2,527 hedge funds and large institutions have $178B invested in Wells Fargo in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 819 increasing their positions, 929 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,527
Holders Change
+310
Holders Change %
+13.98%
% of All Funds
33.64%
Holding in Top 10
88
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+46.67%
% of All Funds
1.17%
New
450
Increased
819
Reduced
929
Closed
97
Calls
$5.27B
Puts
$4.62B
Net Calls
+$649M
Net Calls Change
+$1.43B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$998M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$967M
3
DZ Bank
DZ Bank
Germany
+$942M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$499M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$467M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.41B
2
Dodge & Cox
Dodge & Cox
California
-$1.16B
3
Harris Associates
Harris Associates
Illinois
-$466M
4
Primecap Management
Primecap Management
California
-$455M
5
DSA
Davis Selected Advisers
Arizona
-$395M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMAM
1451
Encompass More Asset Management
California
$654K +$113K +1,605 +21%
SC
1452
SouthState Corp
Florida
$654K – – –
TFA
1453
Transamerica Financial Advisors
Florida
$650K -$21.2K -301 -3%
B
1454
Bailard
California
$647K +$5.2K +74 +0.8%
OL
1455
OneFund LLC
Florida
$647K +$18.5K +264 +3%
VAS
1456
Vestmark Advisory Solutions
Massachusetts
$647K +$647K +9,207 New
GCM
1457
Gallacher Capital Management
Colorado
$646K +$63.4K +902 +11%
CG
1458
CFO4Life Group
Texas
$644K +$214K +3,042 +50%
VNA
1459
Valley National Advisers
Pennsylvania
$642K +$911 +13 +0.1%
MWM
1460
Meridian Wealth Management
Kentucky
$640K +$12.4K +176 +2%
NFC
1461
Northstar Financial Companies
Pennsylvania
$638K +$638K +9,078 New
LFA
1462
Lauterbach Financial Advisors
Texas
$636K +$3.37K +48 +0.5%
WCA
1463
Westover Capital Advisors
Delaware
$635K – – –
TF
1464
Tudor Financial
Ohio
$635K +$53.5K +761 +9%
CPM
1465
Connective Portfolio Management
New York
$632K +$632K +9,000 New
ISFAN
1466
Investor's Fiduciary Advisor Network
Washington
$632K +$632K +9,004 New
MWP
1467
Meridian Wealth Partners
Pennsylvania
$632K -$2.33M -33,242 -79%
MCM
1468
Manchester Capital Management
Vermont
$629K +$12.3K +175 +2%
WLPWM
1469
Walled Lake Planning & Wealth Management
Illinois
$629K – – –
DWM
1470
Destination Wealth Management
California
$627K +$289K +4,118 +86%
T
1471
Transce3nd
Texas
$625K +$625K +8,874 New
SWC
1472
Spectrum Wealth Counsel
Indiana
$624K – – –
AP
1473
Appleton Partners
Massachusetts
$623K -$16.2K -231 -3%
IFU
1474
iSAM Funds (UK)
United Kingdom
$622K -$436K -6,211 -41%
CIM
1475
CIM Investment Management
Pennsylvania
$622K +$2.81K +40 +0.5%
57 58
59
60 61